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IBTL vs AQEC

Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and AQE CORE ETF (AQEC, ETF).

IBTL vs AQEC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBTL
$576M
AQEC
$575M
Expense Ratio
Winner
IBTL
0.07%
AQEC
0.49%
Max Drawdown
IBTL
24.74%
Winner
AQEC
13.16%
Sharpe Ratio
IBTL
-0.33
Winner
AQEC
-0.24
5Y Beta
Winner
IBTL
-0.02
AQEC
0.44
P/E Ratio
IBTL
N/A
AQEC
20.08
Forward P/E
IBTL
N/A
AQEC
18.21
PEG Ratio
IBTL
N/A
AQEC
0.44
5Y EPS CAGR
IBTL
N/A
AQEC
10.79%
Debt to Equity
IBTL
N/A
AQEC
141.68%
P/S Ratio
IBTL
N/A
AQEC
2.87
P/B Ratio
IBTL
N/A
AQEC
4.54

IBTL vs AQEC - Historical Returns

Returns include dividend reinvestment.

1M
IBTL
+0.03%
Winner
AQEC
+6.20%
3M
IBTL
-0.86%
Winner
AQEC
+1.25%
6M
Winner
IBTL
-0.32%
AQEC
-5.04%
1Y
IBTL
+2.33%
AQEC
N/A
5Y(CAGR)
IBTL
-1.53%
AQEC
N/A
Max(CAGR)
IBTL
-1.53%
Winner
AQEC
-0.34%

IBTL vs AQEC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearIBTLAQEC
2026-0.56%-3.53%
2025+7.90%+3.71%
2024+0.67%N/A
2023+2.84%N/A
2022-15.60%N/A
2021-1.38%N/A

IBTL vs AQEC Drawdown Comparison

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current IBTL drawdown is -7.39%. The current AQEC drawdown is -6.20%.

RankIBTLAQEC
#1-20.93%
Sep 1, 2021 - Oct 19, 2023
-12.81%
Jan 26, 2026 - Mar 27, 2026
#2N/A-1.74%
Jan 14, 2026 - Jan 26, 2026
#3N/A-1.05%
Dec 24, 2025 - Jan 6, 2026
#4N/A-0.89%
Dec 11, 2025 - Dec 22, 2025
#5N/A-0.79%
Nov 19, 2025 - Nov 21, 2025
#6N/A-0.75%
Dec 5, 2025 - Dec 10, 2025
#7N/A-0.54%
Jan 6, 2026 - Jan 9, 2026
#8N/A-0.50%
Nov 28, 2025 - Dec 3, 2025
#9N/A-0.20%
Jan 12, 2026 - Jan 14, 2026
#10N/A-0.06%
Dec 3, 2025 - Dec 5, 2025

Correlation

Correlation between IBTL and AQEC is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38
-101

Dividend Comparison (2021 - 2026)

IBTL vs AQEC dividend yield comparison.

YearIBTLAQEC
20261.94%0.80%
20253.93%0.13%
20244.07%0.00%
20233.04%0.00%
20222.36%0.00%
20210.70%0.00%

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